by Kristin Beane | Sep 12, 2023 | Community News, FPANE News, Home Page Features, Webinars & Events
Join Guy Ziriak Sales Vice President at Northeast Brokerage and William F. Coyne, Jr. Estate Planning Attorney with Boston Legacy Planning as they discuss The Mass DOR is planning a rude surprise for your clients. What you can do about it. The Massachusetts Department...
by Kristin Beane | Sep 11, 2023 | Community News, FPANE News, Home Page Features, Webinars & Events
It’s Medicare Annual Election Period. Every year, during the open enrollment period from October 15 to December 7, Medicare beneficiaries can change their Medicare plan for the following year. It’s always a good idea for Medicare beneficiaries to re-look at their...
by Kristin Beane | Sep 10, 2023 | Community News, FPANE News, Home Page Features, Webinars & Events
We welcome all Emerging Leaders to join us at Tradesman Coffee Shop and Lounge on October 18, 2023, for a morning of complimentary beverages and the opportunity to network with fellow financial professionals from CFA Society Boston, the Massachusetts Society of CPAs,...
by Kristin Beane | Jun 6, 2023 | Community News, FPANE News, Home Page Features
MassCPAs invites you to Sip & Socialize with fellow CPAs, lawyers and financial professionals who can help take your career to the next level. We know you’re busy, and this dedicated event will connect you with like-minded professionals to help spark new leads and...
by Kristin Beane | Jun 1, 2023 | Community News, FPANE News, Home Page Features
Justin Fitzpatrick, Co-Founder of Income Lab will discuss: Understanding client experiences with spending adjustments in retirement. Advisors and researchers have long commented on the need to adjust spending (up or down) through retirement to accommodate changing...
by Kristin Beane | May 22, 2023 | Community News, FPANE News
Attention Ladies of FPA NE, join women from the Mass Society of CPAs, the CFA Society of Boston, Boston Women in Finance, and more for an inter-association women’s event on Wednesday May 24th at Tia’s in Boston starting at 5:30. Register...
